KUYRKENDALL CAPITAL

Overview

Kuyrkendall Capital is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, as well as small-business owners, through financial planning, portfolio management and pension-consulting services. Its fee structure combines a percentage-of-AUM component and fixed fees, and the firm manages client assets on a discretionary basis. The firm’s filings show a concentrated, fund-centric approach: public funds and mutual funds make up the bulk of assets under management. Kuyrkendall Capital is not identified as an active ESG investor and does not present itself as a multi-state adviser. An industry affiliation with an insurance company suggests the firm may coordinate or incorporate insurance solutions alongside investment and planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices